Chuck Carlson

Because Netflix is the leader, it has the most to lose, and now we are going to start seeing pretty steady data points coming out from all of the other streaming services, it still seems to be a tough story for Netflix.

It was all negative and not much positive today, we're outside of the earnings season and markets are being batted around by news.

It could be different this time, when Chuck Carlson've got $ 15 trillion in global government debt at negative yields, that's a new animal.

The Fed pivoted so abruptly, which gives one pause about what they're saying about the economy, flat to falling interest rates are not good news for bank interest margins. It's not surprising that analysts are taking down earnings estimates.

There seems to be a plethora of negative news regarding the global economy and China and the corporate profits that were reported today couldn't offset that, a lot of companies are coming out with earnings this week, so it's going to be a battle between earnings and the perception of what's going on China and the global market.

The market has gotten reasonably comfortably numb to this tariff stuff, they are becoming more accustomed to this being a first foray and negotiating tool.

The market is starting to get accustomed to the president, the way the president negotiates, the way the president tries to prove his point, there is a growing awareness of how the president tries to do business.

You've got investors grappling with a new environment of volatility and how to handle that, that means a market like we have now, kind of manic-depressive, passive-aggressive.

There's a ton of cross-currents going on in the market right now and consequently you get trading days like this where the market can't seem to make up its mind what it wants to do.

You’ve got some weakness in that important group, and the broader market might be taking some cues from that.

The results up to this point in the macro sense have been pretty... by Chuck Carlson

The results up to this point in the macro sense have been pretty good.

There seems to be this perpetual stream of kind of quasi-negative news surrounding some of the really big market cap stocks, like Apple particularly, and anytime you have got Apple misbehaving that tends to put a damper on the averages.

You had marquee names with pretty good earnings, i'd love to say we're onward and upward from here but I don't think things work that way.

The market was overdue for a bounce. Perhaps we're getting that now, i'd love to say we're onward and upward from here but I don't think things work that way.

The fact that it did hold up for the same reasons that it seemed to go down last week, that’s a victory, today was kind of a nice, perhaps, first brick in the bottom being put in place.

We are going to start to get into earnings season and that is going to begin to be the bigger cue for this market.

The economic reopening trade is alive and well, economically sensitive stocks are up, and tech’s being worked over pretty good.

It would be tough to buy any Chinese stocks, from an investor standpoint you don’t know what sector is next.

Today is the first time in a while when both growth and value stocks are doing pretty well. It’s been either or for much of the last few weeks and today it’s both, breadth matters, and that’s something investors like to see.

Today ‘everything is going up day’ because everyone is buying, it’s a ‘buy everything’ day.